Dynamic Advisor Solutions’s McKesson MCK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$630K Buy
859
+81
+10% +$59.4K 0.02% 552
2025
Q1
$524K Buy
778
+111
+17% +$74.7K 0.02% 571
2024
Q4
$380K Buy
667
+38
+6% +$21.7K 0.02% 481
2024
Q3
$311K Sell
629
-33
-5% -$16.3K 0.01% 737
2024
Q2
$387K Sell
662
-6
-0.9% -$3.5K 0.01% 690
2024
Q1
$359K Buy
668
+159
+31% +$85.4K 0.01% 699
2023
Q4
$243K Buy
+509
New +$243K 0.01% 777